Total Clarity Wealth Management’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-68
| Closed | -$3K | – | 245 |
|
|
2022
Q2 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 868 |
|
|
2022
Q1 | – | Sell |
-500
| Closed | -$26K | – | 233 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | 0.01% | 514 |
|
|
2021
Q3 | $26K | Buy |
+500
| New | +$26K | 0.01% | 506 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$26K | – | 209 |
|
|
2021
Q1 | $26K | Buy |
+500
| New | +$26K | 0.01% | 426 |
|
|
2020
Q1 | – | Sell |
-342
| Closed | -$18K | – | 107 |
|
|
2019
Q4 | $18K | Buy |
+342
| New | +$18K | 0.01% | 410 |
|